# Fuller Asset Management

Fuller Asset Management is a Bank / Wealth / Trust based in Scottsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** www.fullerassetmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/fuller-asset-management-llc

## Regulatory record

- **CRD number:** 134446
- **SEC file number:** 801-43915
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134446

## About

Fuller Asset Management, LLC (FAM) is a fee-based investment advisory firm offering portfolio management services for individual investors. After reviewing holdings and objectives, an Investment Policy Statement outlines portfolio structure, position limits, approved securities, and return goals. The firm recommends Charles Schwab as custodian, has no access to client assets, and does not use discretion, but may place trades and deduct advisory fees. Its approach uses disciplined, tactical all-weather portfolio construction across stocks, bonds, commodities, and cash.

## People

- Lawrence R. Fuller — founder and principal owner

## Questions

### What fixed-income strategy does the firm employ?

Fuller builds laddered bond portfolios using individual municipals, corporates, and US Treasuries. Duration is matched to each client's liquidity requirements and tax situation. The firm does not use bond funds, preferring direct ownership for transparency and cost control.

## Related profiles

- [Fullen Financial Group](https://altss.com/profile/fullen-financial-group)
- [Fuller Investment Management Company](https://altss.com/profile/fuller-investment-management-company)

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Last updated: 2026-08-11T15:06:49.768Z

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